Filed December 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,987 | $46,674-16.5% | $117,472-66.8% | $68,494-43.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.73% | -14.52%+0.8pp | 29.74%-43.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,628 | $1,505+8.2% | $4,176-61.0% | $2,596-37.3% |
| Participant deferral / active EE | $2,167 | $2,636-17.8% | $4,070-46.8% | $4,027-46.2% |
| Admin fee / account holder | $1,454 | $4,020-63.8% | $5,645-74.2% | $5,403-73.1% |